Omaha Performing Arts 401(K) Plan — Form 5500 plan (Omaha Performing Arts)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Omaha Performing Arts 401(K) Plan is a benefit plan reported by Omaha Performing Arts under EIN 47-0832480 and plan number 002. The latest loaded filing year is 2023. The filing reports 163 participants and $4,726,374 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Omaha Performing Arts
- EIN
- 47-0832480
- Plan number
- 002
- Plan type
- 2
- Location
- Omaha, NE
- Latest filing year
- 2023
- Participants
- 163
- End-of-year plan assets
- $4,726,374
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 163 | H, C | 20251215142612NAL0000744099001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,726,374
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,726,374
- Net assets (BOY)
- $3,726,366
Income & contributions
- Employer contributions
- $221,301
- Participant contributions
- $323,596
- Total contributions
- $570,848
- Total income / additions
- $1,279,690
Expenses & distributions
- Benefits paid
- $245,598
- Administrative expenses
- $34,084
- Total expenses
- $279,682
- Net increase / (decrease)
- $1,000,008
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Retirement Insurance & Annuity | RECORDKEEPER | $34,084 | not reported in the loaded dataset | 2023 |
| Hub Investment Advisors, Inc. | SERVICE PROVIDER | $0 | $20,914 | 2023 |
| Ascensus C/O Future Plan | THIRD PARTY ADMIN | $0 | $2,809 | 2023 |